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McKesson

1,483 hedge funds and large institutions have $53.5B invested in McKesson in 2023 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 491 increasing their positions, 542 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 79

10% more funds holding

Funds holding: 1,3481,483 (+135)

8% more capital invested

Capital invested by funds: $49.7B → $53.5B (+$3.88B)

2.53% more ownership

Funds ownership: 84.42%86.95% (+2.5%)

0% more call options, than puts

Call options by funds: $598M | Put options by funds: $597M

9% less repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 542

9% less funds holding in top 10

Funds holding in top 10: 4339 (-4)

Holders
1,483
Holders Change
+135
Holders Change %
+10.01%
% of All Funds
21.62%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
233
Increased
491
Reduced
542
Closed
79
Calls
$598M
Puts
$597M
Net Calls
+$921K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1226
Glaxis Capital Management
Florida
$231K +$227K +500 New
VIA
1227
Virtus Investment Advisers
Connecticut
$231K +$227K +500 New
ITB
1228
Idaho Trust Bank
Idaho
$231K
EFM
1229
E Fund Management
China
$230K +$226K +496 New
NAG
1230
Northstar Advisory Group
New Jersey
$229K +$225K +495 New
AIS
1231
AM Investment Strategies
Tennessee
$229K +$225K +495 New
AT
1232
Arden Trust
Delaware
$228K -$1.36K -3 -0.6%
CBFP
1233
Cedar Brook Financial Partners
Ohio
$227K +$211K +464 New
TW
1234
TritonPoint Wealth
Maryland
$226K +$222K +488 New
OP
1235
ORG Partners
Indiana
$226K +$4.55K +10 +2%
VA
1236
Valmark Advisers
Ohio
$225K -$1.36K -3 -0.6%
SOS
1237
Silver Oak Securities
Tennessee
$225K
PHAM
1238
Palisades Hudson Asset Management
Florida
$225K +$455 +1 +0.2%
VSQM
1239
V-Square Quantitative Management
Illinois
$223K
MAM
1240
McLean Asset Management
Virginia
$220K -$6.82K -15 -3%
KP
1241
Keel Point
Alabama
$220K +$5.91K +13 +3%
PPWP
1242
Premier Path Wealth Partners
New Jersey
$220K +$216K +476 New
MAP
1243
Moody Aldrich Partners
Massachusetts
$219K -$22.7K -50 -10%
LIM
1244
Leavell Investment Management
Alabama
$219K
SDAM
1245
Shulman DeMeo Asset Management
New York
$218K +$214K +470 New
1SB
1246
1ST Source Bank
Indiana
$218K -$19.6K -43 -8%
GWAG
1247
Garrett Wealth Advisory Group
Texas
$217K
PCP
1248
Proficio Capital Partners
Massachusetts
$217K +$213K +468 New
ST
1249
Smithfield Trust
Pennsylvania
$215K
HW
1250
Hamilton Wealth
California
$214K +$210K +462 New

MCK Hedge Fund Activity: Q4 2023 in Review

1,483 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2023, worth a combined $53.5B — up 7.8% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new MCK positions and 79 closed out — a net gain of 154 holders — while 491 added to existing stakes and 542 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.2B. The largest seller was T. Rowe Price Associates, cutting an estimated $379M.

  • 1,483 institutional investors held McKesson (MCK) as of Q4 2023, up from 1,348 in Q3 2023.
  • Funds reported $53.5B of McKesson stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 233 funds opened new McKesson positions in Q4 2023 and 79 closed out, a net change of +154 holders.
  • The largest McKesson buyer in Q4 2023 was Morgan Stanley, an estimated $1.2B added.
  • The largest McKesson seller in Q4 2023 was T. Rowe Price Associates, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2023.